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Florent Bronès

Chief Investment Officer
BNP Paribas Wealth Management

At the age of 54, Florent has more than 28 years of experience in investment strategy specifically dedicated to global Equities. In 1996, he joined BNP Paribas Equities as Head of investment strategy. In 2003, Florent took over the sell-side research of BNP Paribas Equities and Derivatives. Most of his time is shared between defining the investment strategy and meeting internal and external clients. In 2008, he managed the buy-side research department for Global Equities and Commodity Derivatives (GECD), focusing on investment strategy and financial markets. In 2012, Florent joined BNP Paribas Wealth Management to bring his strong experience to ... (view full description)

Martin Cornish

Regional Director
Hedge Fund Association

Thierry Derungs

Chief Digital Officer, Head Digital Solutions
BNP Paribas Wealth Management

As Wealth Management Chief Digital Officer for BNP Paribas, Thierry drives the Digital Strategy for Wealth Management at group level and supports the countries for its deployment and for their transformation. The Digital Strategy covers not only Web & Mobile solutions for clients & public, but also the commercial environment for the front employees (workstation on premises and in mobility, CRM) and many other digital solutions for all employees (individual visio, collaborative site, webinar, eLearning), including process digitalization (A.I., RPA, workflows….). BNP Paribas Wealth Management has initiated a wide Client Experience program, focusing on the most valuab ... (view full description)

Marisa Drew

CEO, Impact, Advisory & Finance Department
Credit Suisse

Marisa Drew is the CEO of the Impact Advisory and Finance (IAF) Department of Credit Suisse based in London.  The IAF Department is responsible for setting the strategy as well as directing, coordinating and facilitating activities across the bank which lead to Impact Investing on behalf of the bank’s private wealth, institutional and corporate clients. The IAF Department reports directly to Tidjane Thiam, the CEO of Credit Suisse.  Ms Drew is a member of the UK Conduct and Ethics Board and the UK Reputational Risk Committee.   Previously, Ms Drew acted as Co-Head of the EMEA Investment Banking and Capital Markets (IBCM) Division.  Ms Drew served on the IBCM Global Operating Comm ... (view full description)

Josh Friedlander

Managing Editor of Data
Euromoney Magazine


Josh Friedlander is Managing Editor of Data at Euromoney Magazine. He was previously the editor of Absolute Return, a digital data, research and news platform covering the U.S. hedge fund industry as a unit of Hedge Fund Intelligence. He has reported on hedge funds, private equity, Wall Street research and the intersection of retirement and asset management.

Richard Hickman

Director of Operations & Investment
HarbourVest Global Private Equity

Richard joined HarbourVest in 2014 to focus on HarbourVest Global Private Equity Limited, a closed-end investment company that invests in and alongside HarbourVest-managed funds. He joined the firm after seven years with 3i plc, a listed PE and Infrastructure investment firm. His experience also includes working as a manager in Deloitte’s finance and operations management team in London. Richard is a member of the Chartered Institute of Management Accountants, and a graduate of the London School of Economics and Political Science.
 

Rory Hills

Founder & CIO
Hilltop Fund Management LLP

Rory is the founder and CIO of Hilltop Fund Management, a firm which specialises in analysing and investing in hedge fund strategies delivering uncorrelated returns. The investment thesis and strategy behind Hilltop were a direct result of the 2008 Global Financial Crisis, which validated Rory’s concerns over the ‘hedged’ rather than ‘absolute’ nature of the mainstream approach to building portfolios of hedge funds.    Prior to Hilltop, Rory spent seven years with Dexion Capital, a boutique investment bank focused on the alternative investment industry. Rory was a director of the firm from March 2005 to end-2008, where he managed the com ... (view full description)

Clive Horwood

Editor
Euromoney

Paul Kearney

Head of Private Banking, UK
Kleinwort Hambros

Paul Kearney is Head of Private Banking in the UK for Kleinwort Hambros, part of the Societe Generale group, responsible for the domestic and international private banking in the UK.  Prior to the merger of Kleinwort Benson and SGPB Hambros, he was the Head of Private Banking at Kleinwort Benson (‘KB’), having joined in 2011.
 
Paul’s career has involved senior leadership positions in international investment banking and asset management organisations. Immediately prior to joining KB, he established and ran a successful family office.
 
Paul holds a degree in economics and is a Fellow of the Institute of Chartered Accountants in England and Wales. 

Michael Kimmel

Author & Distinguished Professor of Sociology
Stony Brook University

Peter Kisler

Portfolio Manager of the North Emerging Markets Fund
North Asset Management

Peter Kisler joined North in September 2010 as the Portfolio Manager of the North Emerging Markets Fund overseeing all investment management activity of the Fund. Peter has over 20 years of experience trading Emerging Markets. From 2006 to 2010, Peter was a Managing Director at Swiss Re, London, where he established and managed the emerging markets business, running a $3 billion balance sheet. From 1997 to 2006, Peter worked in Emerging Markets Fixed Income at Morgan Stanley in London, where he was an Executive Director from 2004. Throughout his career, Peter has focused on proprietary trading of various fixed income, FX and derivative instruments. Peter has a B.Sc. in Econometrics and Mathe ... (view full description)

Mark Lamb

Director of Liquidity
Coinfloor

Mark is a co-founder and the Head of Liquidity for Coinfloor, a London based Bitcoin and cryptocurrency trading platform and the UK's dominant cryptocurrency exchange for institutional investors, founded in 2013. In January 2018, Coinfloor launched their second cryptocurrency exchange, located in Gibraltar. Mark co-founded Coinfloor in response to the lack of a professional trading exchange for Bitcoin after personally encountering the difficulty consumers and investors in the UK experienced when purchasing the new digital asset. His vision is for Coinfloor to facilitate cryptocurrency growth and adoption as a new asset class. Mark is responsib ... (view full description)

Alastair Lukies

Founding Partner
Motive Partners

Alastair Lukies has been at the forefront of the UK’s Financial Technology industry, working with financial institutions, investors and regulators to promote collaboration and mutual benefit across the ecosystem.   Alastair Lukies CBE is a UK businessman and entrepreneur best known as a pioneer and champion for the UK’s globally FinTech industry. He founded Monitise in 2003. Three years later, Monitise was recognized as a ‘Technology Pioneer’ by the World Economic Forum and in June 2007 Alastair led the company’s demerger from Morse and listing on the LSE’s AIM market. During his time as CEO, Monitise grew to a market cap of $2 billion, employing 1500 staff on four continents. ... (view full description)

Miguel Martin Casey

Director, Global Coordination & Non-Financial Solutions
BBVA

Miguel leads the global coordination unit in BBVA Global Wealth, working together with the 14 Private Banking units that BBVA has around the world. He is also responsible for developing BBVA’s non-financial value proposition for wealth management, creating services that go beyond finance to enhance BBVA’s client experience and engagement.

Miguel joined BBVA in 2012 and prior to this position he was a Senior Manager for the Strategy & Operations team of PwC in Madrid.
 

Olga Miler

Managing Director
UBS AG

Olga is a global marketing expert working on the edge of innovation. She has been with UBS for nine years in Global Ultra High Net Worth Philanthropy and later in Wealth Management Marketing, where she led the European marketing function. She has over 15 years’ experience in strategic change, client experience and digital innovation. Olga has been recognized for her transformational achievements with the UBS ‘Entrepreneur of the Year 2015 Award’ and ‘Innovator of the Year 2016 Award’. After graduating from University of St. Gallen, she held international leadership roles in PricewaterhouseCoopers and Nestlé before joining UBS. Olga is one of the founding members and global program mana ... (view full description)

Nick Miller

Head of Investment Management Supervision
Financial Conduct Authority

Nick Miller is head of the Investment Management Department within the Investments, Wholesale & Specialist Supervision Division at the Financial Conduct Authority. In this role, Nick is responsible for the FCA’s oversight of over 3,000 firms across the asset management, custody bank and wealth management sectors. Previously, Nick was head of the EU & Global Department, responsible for managing the FCA's strategic relationships with counterpart regulators and other stakeholders throughout Europe and globally. He was also responsible for the FCA’s strategy in relation to the UK’s withdrawal from the EU. Prior to joining the regulator, Nick was Executive ... (view full description)

Stephane Monier

Chief Investment Officer
Banque Lombard Odier & Cie SA

Stéphane Monier is Head of Private Client Investments at Lombard Odier.   Stéphane joined Lombard Odier in July 2009 as Global Head of Fixed Income and Currencies for Lombard Odier Investment Managers, the asset management business of the Group, where he also held the position of Deputy Chief Investment Officer from July 2012. He moved to the private banking business in July 2013 as Head of Investments within the Europe private bank before being appointed Head of Private Client Investments in August 2015.   Stéphane began his career in 1990 with Banque Populaire based in New York before joining JP Morgan Investment Management in 1991, first in Paris a ... (view full description)

Meghna Mukerjee

Senior Analyst for Wealth Management
Aite Group

Meghna Mukerjee is a senior analyst for wealth management at Aite Group. She is London-based and writes about regulatory and digital shifts impacting wealth managers, private banks, independent asset managers, and family offices across Europe and the Asia-Pacific. She has a specific focus on regulations such as Markets in Financial Instruments Directive II (MiFID II), the Second Payment Services Directive (PSD2), and the Common Reporting Standard (CRS). She also writes about private banking business models and market opportunities.  Most recently, Ms. Mukerjee was the global editor of Private Banker International magazine, covering a variety of topics, such as client ... (view full description)

Obi Nwosu

CEO
Coinfloor

Obi is the Co-founder of Coinfloor, a London based Bitcoin and cryptocurrency trading platform and the UK's dominant cryptocurrency exchange for institutional investors, founded in 2013. In December 2014, Obi assumed the role of CEO, and is responsible for overseeing the organisations commercial and product strategy and leads the senior leadership team of financial institution and cryptocurrency experts. Under Obi’s leadership, Coinfloor's market share has grown over 5 times and the firm now handles the majority of GBP exchange volume. Prior to joining Coinfloor, Obi was the Founder and CEO of Supalocal, a software technology company who ... (view full description)

Paul O’Donnell

Managing Director
Lisdoonvarna Limited, London

 Paul O’Donnell has an exceptional reputation in the financial services industry. Prior to 1998, Paul spent 15 years at Bankers Trust Australia Limited, leading the International Asset Management business in Asia and the UK for some 8 years after holding a succession of increasingly senior positions in the Investment Banking and Capital Markets Groups at the company. Prior to this he spent 13 years with the Commonwealth Bank of Australia’s retail and institutional businesses in treasury, audit and commercial banking. Paul was a board member of financial services firms in Hong Kong, Thailand and Taiwan and has extensive experience across Australasia, the UK, Europe and the US dealing with bus ... (view full description)

Stuart Parkinson

Global CIO
HSBC Private Banking

In this client-facing role Stuart has a broad range of Front Office responsibilities for delivering  the Private Banking strategy. He leads an international team of Investment Counsellors, Product Specialists and Wealth Advisers who are focussed on delivering wealth advisory services, products and propositions for the Private Banking business globally, across all asset classes.   Stuart has over 25 years of international banking and finance experience. He started his career at HSBC in Hong Kong in the early 1990's, and has worked in Asia, the Middle East, Europe, North America and Latin America. His experience spans HSBC’s Retail, Commercial, Investment and ... (view full description)

Tushar Patel

Investment Manager & Managing Director
HFIM

Tushar Patel is the Investment Manager and Managing Director at HFIM . He is responsible for Investment Management for hedge funds activities at the firm. The firm’s approach  focus is is on Emerging Alpha Strategies He has more than 20 years of experience within hedge funds and fund of hedge funds. He is a graduated in Economics, Chartered Accountant, Fellow of Securities Institute, alumni of London Business School, Associate of the Society of Investment Professionals, He has previously served on a number of Industry committees, including the hedge fund committee at the Alternative Investment Management Association (AIMA) in London and the Hedge Fund Research Club Steering Committee at the ... (view full description)

James Ramsden

Executive Creative Director
Coley Porter Bell

With nearly 25 years of experience in the industry, James leads the creative vision of Coley Porter Bell across its impressive range of clients with a particular focus on the millennial audiences  James has developed his knowledge and skills of branding at some of the UK’s most respected brand and design agencies including Wolff Olins and Rufus Leonard. During his career James has enjoyed working with brands across a huge variety of sectors including financial services (Private Banking), hotels, entertainment, chemicals, pharmaceuticals, beauty, grocery and retail.   Since the early years of his career James has retained an avid belief that designing for brands demands enga ... (view full description)

Tracey Reddings

Head of Front Office UK & Ireland
Julius Baer International Limited

Fiona Reynolds

Managing Director
Principles for Responsible Investment

Fiona Reynolds is the Managing Director of the United Nations supported Principles for Responsible Investment and has responsibility for its operations globally.  Fiona has more than 20 years' experience in the pension sector, working in particular within the Australian superannuation sector and played an active role in advocating pension policy change on behalf of working Australians and participated in a number of government committees and working groups on retirement incomes policy.  Fiona has a particular interest in retirement outcomes for women.  Prior to joining the PRI, Fiona spent seven years as Chief Executive Officer at the Australian ... (view full description)

Ladislas Smia

Co-Head of Investment Research Team
Mirova


Ladislas Smia is co-head of the Responsible Investment Research department at Mirova, the Responsible Investment division of Natixis Asset Management.
He began his career at PwC as a consultant in sustainable development, where he spent 3 years. In 2010, he joined Natixis Asset Management as an SRI analyst, specializing in investment in Energy and Information & Communication Technologies.
Ladislas Smia is a graduate of the engineering school “Les Mines de Nancy”. He is also a graduate of the HEC Paris business school, with a Masters in Sustainable Development.
 

Nathan Stevenson

Founder & CEO
ForwardLane

Nathan Stevenson is CEO and Founder of ForwardLane, an applied artificial intelligence company that accelerates digital advisory and distribution in wealth management, asset management, commercial banking and insurance. Nathan is an experienced entrepreneur with a background in quantitative finance and enterprise architecture. He began his career at CQS and BNP Paribas London, and later joined the Johannesburg Stock Exchange as an enterprise architect managing large scale, international technology projects with NYSE, CME and LSEG.

David Stubbs

Head of Client Investment Strategy
JP MORGAN & CO.

Don Stubbs

Director & Group Lead
Scotia Wealth Management

Based in Miami, Don is an International Wealth Structuring specialist with more than 20 years of experience in the industry. He holds the position of Director and Group Lead of Scotia Bank’s International Wealth Structuring Group based in Miami. Don provides leadership and oversight to his team working with partners across Scotiabank group and centres of influence to meet the cross border wealth structuring needs of families and enterprise groups controlled by them. His specialty includes advising family business enterprise Groups looking for succession and legacy planning. Don has been with Scotiabank since 2001 and prior to his current role, he spent 8 years leading the Fiduciary Relations ... (view full description)

Margrét Sveinsdóttir

Managing Director, Asset Management
Arion Bank

Margrét is the Managing director of Asset Management at Arion Bank. Margret has worked in the financial sector for over 30 years. Starting her career in credit at the Industrial Bank of Iceland. Then moving into asset management and capital markets, heading the securities brokerage and advisory at Íslandsbanki Securities Ltd, later the asset management division of Glitnir. She was head of financial institutions client relations at Glitnir before joining Arion bank. Margrét has served on a number of boards of directors, including a life insurance company and several funds in Luxembourg. Margrét has an MBA degree from Babson College in Massachusetts and a degree in business administration from ... (view full description)

Marika Vilen

Global Head of Wealth Advisor Solutions
Refinitiv

Marika Vilen, Global Head of Wealth Advisory Solutions, Refinitiv   Marika Vilen is Global Head of Wealth Advisory Solutions for Refinitiv (formerly the Financial and Risk business of Thomson Reuters). Before this role she was Global Head of the Partner Marketplace, managing the global partnership community and developing strategies for increasing its potential and reach.   Marika joined Thomson Reuters in 2002, and has held a number of positions in client support, product and content management, and commercial management. While leading the Partner Marketplace globally, she forged multimillion-dollar strategic collaborations that strengthened and extended the position ... (view full description)

Jeremie Vuillard

Director, Group Head of Advisory
Societe Generale Private Banking

Jeremie has been with Societe Generale Private Banking for almost ten years, having joined SG Bank & Trust Luxembourg in 2008, as a Primary Market Advisor focussed on structured products. The following year Jeremie moved to SGPB Hambros in London, taking on the role of Head of Investor Solutions and Services – formerly the structured products and derivatives solutions department – in 2010.   Since March 2014 Jeremie has been Director, Group Head of Advisory, managing a dispersed international team advising SGPB Hambros clients in the United Kingdom, Channel Islands and Gibraltar on the whole investment offering.   Jeremie started his career in 2006 as an Equity Sa ... (view full description)

Tobias Wagner

CEO Zurich, Member of the Executive Committee
Societe Generale Private Banking

Tobias Wagner heads up the Zurich Branch and is a member of the Executive Committee Switzerland for Société Générale Private Banking.   He spent 10 years at Credit Suisse in various senior management positions overseeing Northern Europe, North & West Latin America and the European business in Singapore. He joined Credit Suisse as Head of PB Strategy Development and worked as Relationship Manager Germany offshore. Before joining Credit Suisse he spent 6 years with management consulting firm Oliver Wyman. Tobias Wagner holds a Masters Degree in International Business Studies from the University of Maastricht and management education from Massachusetts In ... (view full description)
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Information Management Network - Privacy Notice

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Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

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Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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